Purchases and Sales Made in Q1 2024 in Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q1 2024. The information is specifically focused on institutions that hold shares of WELLS FARGO & COMPANY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-1.71K- 22.77% |
$79.4K - $99.1K
|
5.8K
$484K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.71K- 25.77% |
$79.4K - $99.1K
|
4.93K
$411K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-1.75K- 3.08% |
$81.3K - $101K
|
55.1K
$4.6M
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.75K- 3.13% |
$81.4K - $102K
|
54.2K
$4.52M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.76K- 76.22% |
$81.5K - $102K
|
548
$45.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1.77K- 15.13% |
$82.2K - $103K
|
9.94K
$829K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.78K- 10.3% |
$82.5K - $103K
|
15.5K
$1.29M
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.78K- 25.77% |
$82.6K - $103K
|
5.12K
$427K
|
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1.79K- 30.27% |
$83.3K - $104K
|
4.13K
$345K
|
|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-1.8K- 9.28% |
$83.5K - $104K
|
17.6K
$1.47M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-1.8K- 4.15% |
$83.6K - $104K
|
41.6K
$3.47M
|
|
|
Apr 19, 2024
Q1 2024
|
Check Capital Management Inc
|
SELL
|
- |
-1.8K- 26.23% |
$83.6K - $104K
|
5.06K
$422K
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.82K- 3.67% |
$84.5K - $105K
|
47.8K
$3.99M
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-1.84K- 9.17% |
$85.6K - $107K
|
18.3K
$1.52M
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.85K- 7.21% |
$85.7K - $107K
|
23.7K
$1.98M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.85K- 9.03% |
$85.7K - $107K
|
18.6K
$1.55M
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.87K- 8.18% |
$86.7K - $108K
|
20.9K
$1.75M
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-1.87K- 25.84% |
$86.7K - $108K
|
5.36K
$447K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
SELL
|
- |
-1.87K- 27.46% |
$86.9K - $108K
|
4.94K
$412K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.87K- 98.99% |
$86.9K - $108K
|
19
$1.59K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.88K- 13.77% |
$87.2K - $109K
|
11.8K
$981K
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.88K- 11.7% |
$87.5K - $109K
|
14.2K
$1.19M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.9K- 1.38% |
$88.1K - $110K
|
136K
$11.4M
|
|
|
May 03, 2024
Q1 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-1.92K- 4.14% |
$88.9K - $111K
|
44.3K
$3.7M
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.93K- 1.99% |
$89.5K - $112K
|
94.8K
$7.91M
|
|
|
May 15, 2024
Q1 2024
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-1.93K- 73.5% |
$89.8K - $112K
|
697
$58.2K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.96K- 15.49% |
$91.1K - $114K
|
10.7K
$893K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.03K- 1.36% |
$94.4K - $118K
|
147K
$12.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.03K- 35.71% |
$94.5K - $118K
|
3.66K
$306K
|
|
|
May 09, 2024
Q1 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-2.07K- 1.68% |
$96.3K - $120K
|
121K
$10.1M
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
SELL
|
- |
-2.1K- 5.54% |
$97.5K - $122K
|
35.8K
$2.99M
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-2.11K- 33.29% |
$97.8K - $122K
|
4.22K
$352K
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-2.11K- 16.59% |
$98.1K - $122K
|
10.6K
$886K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.15K- 17.27% |
$99.8K - $125K
|
10.3K
$859K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.16K- 19.69% |
$100K - $125K
|
8.79K
$734K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.17K- 4.89% |
$101K - $126K
|
42.1K
$3.51M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2.18K- 18.32% |
$101K - $127K
|
9.73K
$812K
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-2.2K- 7.63% |
$102K - $128K
|
26.6K
$2.22M
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-2.2K- 7.54% |
$102K - $128K
|
27K
$2.25M
|
|
|
Apr 22, 2024
Q1 2024
|
Qv Investors Inc.
|
SELL
|
- |
-2.21K- 0.83% |
$103K - $128K
|
263K
$22M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-2.24K- 0.73% |
$104K - $130K
|
304K
$25.4M
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-2.25K- 7.96% |
$104K - $130K
|
26K
$2.17M
|
|
|
Apr 17, 2024
Q1 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-2.25K- 9.11% |
$104K - $130K
|
22.4K
$1.87M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.3K- 3.25% |
$107K - $133K
|
68.3K
$5.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-2.32K- 13.87% |
$108K - $134K
|
14.4K
$1.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-2.33K- 29.04% |
$108K - $135K
|
5.7K
$475K
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.34K- 15.82% |
$109K - $136K
|
12.4K
$1.04M
|
|
|
Apr 29, 2024
Q1 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-2.35K- 4.89% |
$109K - $136K
|
45.7K
$3.81M
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-2.46K- 5.1% |
$114K - $142K
|
45.6K
$3.81M
|
|
|
May 08, 2024
Q1 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-2.46K- 4.72% |
$114K - $142K
|
49.5K
$4.13M
|